CIK: 0002048774
Total reported value
$122.5M
Reporting period: 2026-03-31 · Number of holdings: 44
Clarity Wealth Development LLC disclosed 44 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $122.5M and a quarterly turnover rate of 7.8%.
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Clarity Wealth Development LLC's disclosed holdings carry a Herfindahl concentration index of 0.093 — mathematically equivalent to about 11 equally-sized positions, well below its 44 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.77), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add DFSV
+6.0% $1.9M
Add SCHR
+14.8% $1.4M
Trim VTI
+5.8% $302.1K
Add DFEM
+5.9% $789.8K
Trim MSFT
-2.8% -$448.9K
Add VEA
+3.7% $845.4K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.76% | -0.47% | +5.83% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 13.74% | +1.13% | +5.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.55% | +0.30% | +3.68% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 9.03% | +0.82% | +14.84% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.69% | +0.42% | +5.95% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.87% | +0.18% | +3.51% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.87% | +0.04% | +4.10% | |
| 8 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.27% | -0.15% | -0.38% | |
| 9 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 2.66% | -0.06% | +2.06% | |
| 10 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 2.62% | -0.05% | +0.79% | |
| 11 | AAPL | Apple INC | Stock-Tech | 2.37% | -0.27% | -0.35% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.76% | -0.03% | +2.63% | |
| 13 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.74% | -0.02% | -1.05% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.67% | -0.04% | +1.81% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.34% | -0.15% | -5.87% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.17% | -0.03% | +1.92% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.42% | -2.75% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.90% | -0.10% | -2.35% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.89% | -0.03% | -3.90% | |
| 20 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.76% | -0.01% | +3.18% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.56% | -0.02% | -5.05% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | +0.06% | — | |
| 23 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.54% | -0.14% | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.09% | -9.07% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.09% | -6.32% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.46% | -0.04% | -8.91% | |
| 27 | HON | Honeywell International INC | Stock-Industrials | 0.44% | +0.05% | — | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.43% | +0.03% | — | |
| 29 | MA | Mastercard INC - A | Stock-Financials | 0.40% | -0.08% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.04% | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.07% | — | |
| 32 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.34% | -0.03% | -3.60% | |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.34% | -0.04% | -0.81% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.01% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | -0.03% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.04% | — | |
| 37 | NEE | Nextera Energy INC | Stock-Utilities | 0.21% | +0.02% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.20% | +0.20% | NEW | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | -0.04% | -2.96% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.19% | — | — | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | -0.01% | -1.24% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | +0.17% | NEW | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.16% | -0.03% | — |
Performance for Q3 2026
+3%
Performance Last 4 Quarters
+22.7%
Based on 64% of reported portfolio value with available pricing
Clarity Wealth Development LLC's most significant position changes for 2026-03-31: Sold out: Ishares Global Reit ETF (REET); New buy: Lockheed Martin CORP (LMT); Sold out: Abbvie INC (ABBV); New buy: Exxon Mobil CORP (XOM); Sold out: Qualcomm INC (QCOM).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
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